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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,402 | $160,070-49.8% | $147,117-45.3% | $145,897-44.9% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 4.28% | 98.69%-94.4pp | 420.54%-416.3pp | 552.29%-548.0pp |
| Employer contribution / active EE | $7,022 | $5,285+32.9% | $4,932+42.4% | $4,663+50.6% |
| Participant deferral / active EE | $20,333 | $8,419+141.5% | $8,065+152.1% | $6,689+204.0% |
| Admin fee / account holder | $130,632 | $15,035+768.8% | $12,993+905.4% | $13,390+875.6% |